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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,082 | $98,776-52.3% | $149,745-68.6% | $79,856-41.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 23.39% | 27.38%-4.0pp | 276.72%-253.3pp | 31.71%-8.3pp |
| Employer contribution / active EE | $794 | $3,217-75.3% | $4,646-82.9% | $2,471-67.9% |
| Participant deferral / active EE | $1,682 | $5,681-70.4% | $6,843-75.4% | $3,741-55.0% |
| Admin fee / account holder | $1,372 | $6,053-77.3% | $9,312-85.3% | $5,306-74.2% |